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Jacobs Solutions
Jacobs Solutions (J) investor relations material
Jacobs Solutions Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary6 Feb, 2026
Strategic direction and business model
Focused on delivering end-to-end, science-based solutions across water, environmental, life sciences, advanced manufacturing, critical infrastructure, and consulting sectors, with a global presence in 40 countries and 43,000 employees.
Business model emphasizes digital innovation, cross-collaboration, and scalable solutions, with leading positions in multiple ENR industry rankings.
Integration with PA Consulting enhances advisory and upstream capabilities, unlocking new market opportunities.
Balanced portfolio with diverse revenue sources and strong positioning to benefit from infrastructure investment and macroeconomic tailwinds.
Digital and AI capabilities are embedded throughout operations, driving margin improvement and capital efficiency.
Financial performance and outlook
FY25 gross revenue is $12.0B, with adjusted net revenue of $8.7B and an adjusted EBITDA margin of 13.9%.
Q1 FY26 adjusted net revenue grew 8.2% year-over-year to $2.25B, with adjusted EBITDA up 7.3% and backlog up 20.6% to $26.3B.
FY26 outlook raised: adjusted net revenue growth of 6.5% to 10.0% y/y, adjusted EBITDA margin of 14.4% to 14.7%, and adjusted EPS of $6.95 to $7.30.
Targeting 6–8% organic adjusted net revenue CAGR and 10–14% adjusted EBITDA CAGR through FY29, with EBITDA margin expansion to 16%+.
Free cash flow margin expected to exceed 10% by FY29, with low capital intensity and strong cash generation.
Market positioning and growth drivers
Serviceable addressable market exceeds $700B across water, environmental, advanced facilities, energy, transportation, and cities.
Secular growth drivers include water scarcity, energy transition, digital expansion, and major infrastructure investments in the U.S. and Middle East.
Backlog and pipeline are robust, with $26B in near-term backlog and $121B in total pipeline, supporting multi-year growth.
End markets forecast 6–8% adjusted net revenue CAGR from FY25–29, with strongest growth in water, environmental, life sciences, and advanced manufacturing.
Leading positions in key markets: #1 in wastewater, semiconductors, pharmaceuticals, airports, and manufacturing.
How will global delivery shift drive margin expansion?
IIJA funding impact beyond current obligations
Elaborate on data center and semi growth drivers
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Merger vote includes new non-voting stock class with limited conversion and no voting rights.
Next Jacobs Solutions earnings date
Barclays 43rd Annual Industrial Select Conference18 Feb, 2026
Jacobs Solutions
Next Jacobs Solutions earnings date
Barclays 43rd Annual Industrial Select Conference18 Feb, 2026
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Frequently asked questions
Engineering, Professional, and Technical Services
Jacobs Solutions Inc. is an American company with multinational operations that provides various engineering, technical, professional, and construction services. The company operates across several sectors, including aerospace, buildings, infrastructure, water, environmental, and advanced facilities. For these sectors, the company provides services like engineering, architecture, design, planning, research, and project management. The company is headquartered in Dallas, Texas, and its shares are traded on the NYSE.
Built by Joseph J. Jacobs
What would go on to become the massive global company that is the Jacobs Solutions of today was founded by Joseph J. Jacobs, formerly employed at Merck, in 1947 as a one-man engineering consultancy in Pasadena, California. Through organic growth as well as numerous acquisitions over the years, the company grew and Jacobs continued to serve as CEO until 1992. The company ramped up its M&A activity going into the new millennium, with some notable acquisitions including Carter and Burgess, Lindsey Engineering, Edwards and Kelcey, and several other large players in the engineering sector. The company has a stellar reputation and has consistently ranked among the top firms in design and engineering throughout the 2000s.
A Multi-faceted Company
As previously discussed, Jacobs Solutions offers a wide array of services across multiple sectors. The company’s expertise encompasses various engineering services, including civil, aerospace, and environmental engineering. This is complemented by its work in the construction sector, providing project management and construction services for infrastructure and industrial projects. Jacobs also offers cybersecurity and information technology solutions. The company also has a host of consultancy services providing strategic advice in urban planning, environmental sustainability, and resource management. Additionally, Jacobs is involved in the defense and space industries, contributing technical and scientific expertise to government and private sector projects. Similar companies to Jacobs Solutions are, among others, Fluor Corporation and AECOM.
Private and Public Sectors
The company is active in both Private and Public sectors, working together with governments as well as businesses of various sizes and assisting in making large and complex projects doable. Some notable projects include a multi-billion dollar contract from the Pentagon to provide products and services for the Missile Defense Agency, the cleanup of the Fukushima Power Plant in Japan, and a massive cell production site for Fujifilm. This just scratches the surface of the company’s projects and Jacobs Solutions has a large number of concurrent projects active across the globe at all times.
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